See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,594 | $185,822-81.4% | $169,993-79.6% | $139,434-75.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 45.24% | 60.50%-15.3pp | 53.37%-8.1pp | 372.94%-327.7pp |
| Employer contribution / active EE | $2,969 | $7,590-60.9% | $6,785-56.2% | $4,751-37.5% |
| Participant deferral / active EE | $4,969 | $11,622-57.2% | $10,408-52.3% | $6,710-26.0% |
| Admin fee / account holder | $304 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |